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Portfolio (Quarterly) Guide ↗

Sage Capital Advisors,llc

· CIK 0001714107
13F Portfolio $482M AUM 140 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 45 Added 31 Reduced 6 Exited
Page 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VXF VANGUARD INDEX FDS 3,501.0 $862K 0.18% -26.0 -0.7% $246.24 -1.0%
22 JPM JPMORGAN CHASE & CO Financial Services 1,725.0 $565K 0.12% -23.0 -1.3% $327.29 +8.5%
23 RSP INVESCO EXCHANGE TRADED FD T 2,413.0 $513K 0.11% -507.0 -17.4% $212.77 +4.2%
24 XAR SPDR SERIES TRUST 1,750.0 $497K 0.10% -250.0 -12.5% $283.79 -6.4%
25 USMV ISHARES TR 5,106.0 $493K 0.10% -62.0 -1.2% $96.46 +5.2%
26 XLY SELECT SECTOR SPDR TR 3,937.0 $462K 0.10% -122.0 -3.0% $117.27 +0.8%
27 EFAV ISHARES TR 4,194.0 $368K 0.08% -219.0 -5.0% $87.71 +8.1%
28 PDI PIMCO DYNAMIC INCOME FD Financial Services 20,956.0 $350K 0.07% -1K -6.3% $16.70 -7.5%
29 DOCT FIRST TR EXCHNG TRADED FD VI 5,422.0 $253K 0.05% -30.0 -0.6% $46.68 +2.0%
30 ECC EAGLE POINT CR CO Financial Services 39,249.0 $146K 0.03% -7K -14.8% $3.72 +3.4%
31 MPT MEDICAL PROPERTIES TRUST INC Financial Services 10,335.0 $48K 0.01% -11K -50.5% $4.62 -11.0%
Page 2 of 2  ·  31 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.0%
Industrials 13.3%
Consumer Defensive 10.4%
Communication Services 10.0%
Healthcare 9.8%
Consumer Cyclical 8.0%
Financial Services 7.4%
Energy 5.7%
Basic Materials 3.4%